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iShares ESG Aware US Aggregate Bond ETF
EAGG

234 hedge funds and large institutions have $1.47B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 12

307% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 29

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

19% more funds holding

Funds holding: 196 → 234 (+38)

19% more capital invested

Capital invested by funds: $1.23B → $1.47B (+$234M)

3.7% more ownership

Funds ownership: 81.11% → 84.81% (+3.7%)

Holders
234
Holders Change
+38
Holders Change %
+19.39%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
53
Increased
118
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$47.4M
2
Goldman Sachs
Goldman Sachs
New York
+$31.7M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$28.3M
4
LPL Financial
LPL Financial
California
+$7.17M
5
AF
Allworth Financial
California
+$5.5M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.88M
2
Barclays
Barclays
United Kingdom
-$3.65M
3
AWA
Arkadios Wealth Advisors
Georgia
-$1.68M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$1.17M
5
S
SignatureFD
Georgia
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
BMD
101
Better Money Decisions
New Mexico
$762K +$81.9K +1,489 +12%
BWM
102
Baystate Wealth Management
Massachusetts
$752K +$34.4K +625 +5%
EPP
103
ETF Portfolio Partners
Kansas
$740K +$316K +5,742 +75%
SFA
104
Sequoia Financial Advisors
Ohio
$713K +$711K +12,918 New
B
105
Brightworth
Georgia
$696K +$47.3K +860 +7%
WSTAM
106
Wilbanks Smith & Thomas Asset Management
Virginia
$686K – – –
MNG
107
Manning & Napier Group
New York
$669K – – –
BC
108
Brio Consultants
California
$668K -$110 -2 -0%
OPS
109
Orion Portfolio Solutions
Nebraska
$658K -$73.1K -1,328 -10%
MAM
110
MMA Asset Management
Pennsylvania
$641K +$69.7K +1,267 +12%
SPA
111
Sentinel Pension Advisors
Massachusetts
$639K +$4.18K +76 +0.7%
CRI
112
Colonial River Investments
Virginia
$637K +$635K +11,541 New
SHWM
113
Silicon Hills Wealth Management
Texas
$633K +$214K +3,894 +51%
BBA
114
BLB&B Advisors
Pennsylvania
$626K +$53.1K +965 +9%
HFA
115
High Falls Advisors
New York
$625K +$623K +11,330 New
FAFN
116
First Affirmative Financial Network
Colorado
$622K -$34.9K -634 -5%
BBW
117
Blue Barn Wealth
Utah
$616K +$75.2K +1,367 +14%
SVWAG
118
Sound View Wealth Advisors Group
Georgia
$607K +$88.6K +1,610 +17%
SWG
119
Summit Wealth Group
Vermont
$601K +$599K +10,888 New
CW
120
CreativeOne Wealth
Kansas
$587K +$178K +3,243 +44%
APA
121
American Portfolios Advisors
New York
$581K +$401K +7,286 +225%
RFC
122
Regions Financial Corp
Alabama
$579K +$39.3K +714 +7%
IFWM
123
Institute for Wealth Management
Colorado
$579K +$577K +10,495 New
CB
124
Commerce Bank
Missouri
$569K +$567K +10,310 New
ST
125
Spinnaker Trust
Maine
$568K -$3.85K -70 -0.7%
3 4
5
6 7

EAGG Hedge Fund Activity: Q4 2021 in Review

234 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2021, worth a combined $1.47B — up 19% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EAGG positions and 12 closed out — a net gain of 41 holders — while 118 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $47.4M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $4.88M.

  • 234 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2021, up from 196 in Q3 2021.
  • Funds reported $1.47B of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 53 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2021 and 12 closed out, a net change of +41 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $47.4M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2021.